I thought the stock price was high a couple of years ago before the hep c drug failed not because expectations were much for tyzeka.
On your picks, ctic is effectively bankrupt and bondholders will end up owning the company. Look at crtx-cornerstone management history, these guys are shady and imo will burn investors sooner or later. I would never invest in people like that.
With respect to Idenix. If nvs cuts bait then idix might be a busted biotech. But if anything comes out decent from their hcv efforts and nvs still sees hcv as a core area for them, then nvs will likely bring idix in house eventually. I assume that's the bet most holders are taking.